Winthrop Partners - WNY’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $457K | Sell |
1,200
-10
| -0.8% | -$3.81K | 0.31% | 74 |
|
2019
Q2 | $440K | Hold |
1,210
| – | – | 0.33% | 72 |
|
2019
Q1 | $474K | Sell |
1,210
-10
| -0.8% | -$3.92K | 0.37% | 69 |
|
2018
Q4 | $393K | Hold |
1,220
| – | – | 0.37% | 68 |
|
2018
Q3 | $454K | Hold |
1,220
| – | – | 0.37% | 72 |
|
2018
Q2 | $409K | Hold |
1,220
| – | – | 0.34% | 77 |
|
2018
Q1 | $393K | Hold |
1,220
| – | – | 0.3% | 80 |
|
2017
Q4 | $433K | Buy |
+1,220
| New | +$433K | 0.35% | 81 |
|